Core Insights - The article discusses the transformation of search engines, particularly focusing on Google's and Baidu's recent advancements in AI-driven search capabilities, marking a shift from traditional search methods to more interactive and intelligent systems [2][14][15] Group 1: AI Integration in Search - Google announced at its I/O conference that AI search can extend the length of queries to two to five times that of traditional searches, enabling complex data visualizations and enhanced user interactions [2][4] - Baidu introduced a new "smart box" for its search engine, which integrates various AI capabilities, including text input, voice, and video, enhancing user experience and interaction [5][6] - The upgraded Baidu search supports over a thousand characters of text input and includes features for AI writing and image generation, reflecting a significant evolution in search functionality [5][6] Group 2: Multi-modal Capabilities - Baidu's search results now include multi-modal outputs, termed "Bai Kan," which combines text, images, and videos to provide users with the most relevant information in an adaptable format [8][10] - The AI-generated camera feature allows users to search without text input, using images to understand user intent and deliver structured content, enhancing the search experience [8][9] Group 3: Market Position and User Engagement - Baidu's app has reached 724 million monthly active users as of Q1 2025, positioning it as a significant player in the AI application market [10][11] - The company has developed a robust ecosystem with over 18,000 MCP (Model-Cloud-Platform) services, enabling diverse applications across various sectors, including finance and e-commerce [12][13] Group 4: Competitive Landscape - The article highlights the competitive dynamics in the AI space, noting that while AI-native applications are growing, no app has yet achieved the status of a "super app" with over 100 million daily active users [10][11] - Both Google and Baidu are seen as leaders in integrating AI into their search functionalities, responding to evolving user needs and competitive pressures in the market [14][15]

Core Viewpoint - The phrase "forget about search" signifies that traditional search methods must evolve rather than dismissing their value, especially in the context of AI advancements [2]. Industry Changes - The launch of ChatGPT in 2022 raised alarms in the search industry, but significant changes did not occur immediately. It wasn't until July 2024 that OpenAI released SearchGPT, prompting Google to introduce AI Overviews in response. AI-native search platforms like Perplexity have reached a valuation of $14 billion, challenging traditional search logic [2]. - Users are increasingly turning to content platforms like Douyin and Xiaohongshu for information, moving away from traditional search engines. Baidu faces competition from new AI search players such as Alibaba's Quark, Mita, and 360 Nano Search [2]. Baidu's Search Redesign - Baidu's recent redesign features a larger "smart box" for searches, allowing for over a thousand characters and file uploads, integrating AI writing and image generation capabilities. However, these AI features are currently in a gradual testing phase [2]. - Baidu has accumulated over 100 million monthly active users, many of whom are accustomed to the old search format. The company recognizes that in the AI era, search must evolve from merely "finding" and "knowing" to "getting" and even "doing" [3]. AI Search Product Development - Current AI search products often only slightly modify traditional search methods. True AI search should deeply integrate AI models with search models, expanding search boundaries and enhancing task fulfillment, personalization, content diversity, and proactive creative support [3]. - For instance, when searching for a suitable café, the new engine may provide a comprehensive solution that includes navigation, rather than just a list of links. Additionally, AI features like photo restoration have moved beyond traditional search into the realm of content creation [3]. Commercialization of AI Search - There is currently no established path for the commercialization of AI search. Future models may involve data analysis to present products or services in a more user-friendly manner, balancing advertising with user experience. AI search could also offer intelligent enterprise search solutions and support for third-party developers [4]. - The shift from providing links to delivering answers and content will significantly impact traditional advertising models in search engines [3]. Baidu's Strategic Focus - Baidu aims to maintain a competitive edge by ensuring that essential user functions meet industry-leading standards, rather than trying to excel in all areas. The company plans to adopt an open ecosystem strategy, allowing quality third-party AI service providers access to its traffic [5].

Core Viewpoint - Baidu Search has undergone its largest revision in a decade, transforming its traditional search box into a smart box that supports over a thousand characters of text input and integrates AI writing and image generation tools, shifting from merely connecting information to solving problems [2][4]. Group 1: Product Features - The new smart box allows users to input long texts and upload files, significantly enhancing understanding capabilities and integrating AI writing and image generation functions [4]. - Users can now receive direct answers to complex queries, such as identifying a movie based on a vague description, showcasing the improved categorization and organization of search results [4]. - The upgraded AI assistant now includes video calling and supports multimodal input and multimedia output, allowing for the generation of videos from simple text prompts [4][5]. Group 2: Technological Integration - Baidu has integrated its self-developed video generation model, MuseSteamer, which supports the creation of high-quality videos from images, breaking traditional content generation processes [5]. - The MuseSteamer model family includes various versions, with the Turbo version already available for free public testing, while others will be released in August [5]. - Baidu's search platform has incorporated over 18,000 MCPs (Model Context Protocols), enhancing its ability to utilize large models effectively [4]. Group 3: Market Position and Strategy - Baidu's efforts in AI search are timely, as the company has been developing interactive search products since early 2023, indicating a proactive approach to market changes [5]. - The design and functionality of the new product reflect various considerations, including commercialization and business collaboration, highlighting Baidu's strategic focus in the competitive landscape [5].

Core Insights - The article discusses the evolution of browsers in the context of the AI era, highlighting the browser's transition from a mere search container to an AI-enabled operational partner [1][4][12] - The competition in the AI browser space is intensifying, with various players, including startups and established companies, vying for dominance [2][7][12] - AI browsers are expected to become a central part of a new operating system paradigm, leveraging cloud capabilities to create a flexible software and hardware ecosystem [5][28] Group 1: Evolution of Browsers - Browsers have evolved from basic web navigation tools to essential components of AI experiences, integrating search, decision-making, and execution [4][6] - The AI browser is seen as a potential operating system for the AI era, aiming to replace traditional desktop systems [5][28] - The historical significance of browsers is emphasized, with Marc Andreessen's assertion that browsers have profoundly impacted daily life remaining relevant today [7] Group 2: AI Browser Competition - The competition for AI browsers is characterized by a race for control over new entry points, with various companies developing AI-enabled features [12][14] - Different types of AI browsers are emerging, including native AI browsers, AI-like browsers, and traditional browsers enhanced with AI capabilities [9][10] - The competition is not just about information retrieval but also about automating workflows, with browsers acting as operators in this process [13][15] Group 3: User Experience and Functionality - AI browsers are designed to enhance user experience by allowing for complex tasks to be executed through natural language commands [4][6] - The article categorizes AI browsers based on their functionality, with some focusing on seamless browsing experiences while others emphasize task automation [9][10] - User engagement with AI browsers is increasing, as evidenced by the demand for access to products like Fellou and Dia, which require invitations to use [7][10] Group 4: Future of AI Browsers - The future of AI browsers is envisioned as a convergence of various applications and services, potentially leading to a new ecosystem that integrates AI capabilities [24][28] - The development of AI browsers may lead to the creation of dedicated hardware, similar to how Chromebook operates within the Google ecosystem [27][28] - The integration of third-party services and applications is expected to enhance the functionality of AI browsers, making them more versatile and powerful [23][24]

Core Viewpoint - The article discusses how AI is transforming the search experience, moving from traditional keyword-based searches to more complex, agent-driven interactions that can handle intricate queries and tasks [1][4][10]. Group 1: Evolution of AI Search - The evolution of AI search has progressed from early AI summaries to advanced deep research capabilities, expanding both the breadth and depth of search functionalities [2]. - The introduction of agent technology has elevated search capabilities, allowing for the resolution of complex problems, research tasks, and content creation needs [3][5]. - The "Nano AI Super Search Agent" is a new product that combines various AI capabilities to enhance search experiences beyond traditional methods [5][14]. Group 2: User Behavior and Search Needs - Traditional search engines often struggle with user queries exceeding 20 keywords, leading to poor answer quality; over 60% of user needs are now question-based due to the rise of large models [10][11]. - The average length of user queries has increased significantly, with some reaching thousands of words, indicating a shift in user behavior towards more complex inquiries [11]. - The majority of user needs in AI interactions remain focused on search, with a growing trend towards longer, more detailed questions [19]. Group 3: Technical Challenges and Solutions - The development of the "Super Search Agent" faces three main challenges: task decomposition, model scheduling, and ensuring high-quality output from diverse data sources [23][25][26]. - The architecture of the AI system is designed to allow for the stable execution of complex tasks, utilizing a combination of over 80 models to enhance reasoning and execution capabilities [27][28]. - The AI browser developed for the Nano AI system enables deep content retrieval from both domestic and international sources, overcoming limitations of traditional search engines [30][31]. Group 4: Practical Applications and Future Prospects - The AI system can generate complex outputs, such as investment reports or multimedia presentations, by integrating various AI tools and models [22][37]. - The ability to analyze large volumes of documents and generate tailored reports or presentations significantly reduces the time and cost associated with traditional methods [29][37]. - The future of AI search and agent technology suggests a trend towards more personalized and efficient user experiences, potentially transforming individual capabilities into "super individuals" [38].

Core Insights - Apple executives are internally discussing the acquisition of Perplexity AI, which would aid in the development of an AI-based search engine [1] - If the acquisition does not materialize, Apple has a backup plan to integrate Perplexity as an option within the Safari search engine [1] - Meta, led by Zuckerberg, has abandoned its pursuit of acquiring Perplexity and has shifted its focus to investing in Scale AI [1]

Core Viewpoint - The rise of AI is fundamentally changing the landscape of internet traffic, potentially rendering SEO obsolete by 2025 as users shift towards AI-driven search methods [1]. Group 1: Impact of AI on Search - Google's introduction of "AI Mode" at the I/O developer conference has led to a 30% decrease in user click-through rates within two weeks of its launch in the U.S. [3] - The traffic generated through AI Mode is not tracked in Search Console, leading to concerns among webmasters about the visibility of their traffic sources [3][5]. - Traditional SEO practices, which rely on link rankings to drive traffic, are becoming irrelevant in the context of AI search, which provides direct answers rather than link-based results [5][8]. Group 2: Shift in Webmaster Strategies - Webmasters are transitioning from fearing AI content scraping to embracing AI crawlers, adjusting their website structures to facilitate AI access [9][11]. - The preference for AI search tools like ChatGPT over traditional search engines is confirmed by industry executives, indicating a significant shift in user behavior [11]. - The distinction between being favored by AI or not is critical; if a website is not recognized by AI, it risks losing all traffic, contrasting with traditional search where lower-ranked sites could still attract users [13]. Group 3: Evolution of SEO Practices - Traditional SEO techniques such as keyword optimization and backlinking are losing effectiveness as AI prioritizes high-quality original content and a deep understanding of user intent [13].

当今的网站流量版图正在发生根本性变化。a16z在2025年6月17日发布的播客《AI is Revolutionizing Web Security - Bots, Agents, & Real-Time Defense》中，Arcjet CEO David Mytton与a16z合伙人Joel de la Garza深入探 讨了这一趋势。 他们指出，目前超过50%的网络流量已经由各类机器人（bots）所构成，其中包括传统的搜索引擎爬虫、数据 采集工具，以及正在兴起的能够自主执行任务的AI Agent。 这意味着未来访问网站的"用户"有相当一部分将不是真人在浏览，而是各种智能程序在为人类用户收集信息或 执行操作。 但这恰恰是机会所在，那些在Google排名第二页、第三页的优质内容，突然有了被AI发现并推荐的机会。 AI不在乎你的域名权重，它在乎的是你能否真正回答用户的问题。 同时，AI Agent的出现意味着用户的搜索行为正在升级，他们不再满足于简单的信息获取，而是让AI帮他们完 成更复杂的任务——比较产品、制定计划、执行购买。谁能更好地为这些AI Agent提供"原材料"，谁就能在这 波浪潮中获得增长。 0 ...

Core Viewpoint - The emergence of the Agentic Browser represents a significant evolution in the AI landscape, positioning itself as a key player in the development of general AI agents by leveraging the unique capabilities of web browsers to enhance user interaction and data access [3][6][45]. Group 1: Industry Trends - The AI technology sector is witnessing a shift towards the Agentic Browser, a new category of AI tools that aims to redefine user interaction with digital content and services [3][6]. - Major players in the market, including Comet and Dia, are focusing on developing Agentic Browsers, indicating a collective industry consensus on this emerging trend [3][6]. - The traditional browser is evolving into a more sophisticated platform capable of executing tasks autonomously, rather than merely assisting users in browsing [6][12]. Group 2: Challenges and Opportunities - Companies like Perplexity face challenges from established operating systems that restrict third-party AI assistants, highlighting the need for a more open and flexible platform [9][10]. - The Agentic Browser has the potential to bypass these restrictions by integrating deeply with user data across various applications, thus enhancing the capabilities of AI agents [11][12]. - The ongoing antitrust scrutiny of major tech companies may create opportunities for new players to innovate and disrupt the existing ecosystem [11][12]. Group 3: Technical Evolution - The Agentic Browser is designed to act as a comprehensive platform for AI agents, enabling them to perform tasks across different applications and access user data more effectively [17][19]. - This new browser type emphasizes context awareness and task execution, moving beyond the limitations of traditional AI browsers [17][19]. - The integration of advanced features such as workflow automation and local OS control positions the Agentic Browser as a powerful tool for enhancing productivity [30][32]. Group 4: Future Prospects - The potential for the Agentic Browser to evolve into a new AI operating system (AIOS) suggests a transformative shift in how users interact with technology [31][40]. - By leveraging its capabilities, the Agentic Browser could redefine the digital ecosystem, creating a new paradigm for human-computer interaction [31][40]. - The vision of an "Agent Store" could facilitate the development of specialized agents, further enhancing the functionality and appeal of the Agentic Browser [42][43].

Core Viewpoint - Perplexity is positioning itself as a competitive player in the AI search engine market, focusing on accuracy and user experience, while seeking partnerships with hardware manufacturers to enhance its product distribution and integration [4][15][16]. Company Overview - Perplexity is an AI search engine startup currently negotiating a $500 million funding round, with a valuation of nearly $14 billion [4][15]. - The company aims to launch a browser called Comet, which integrates AI capabilities to enhance user interaction and information retrieval [4][12]. Product Features and Differentiation - Perplexity claims to offer the most affordable and accurate API in the AI search engine space, surpassing competitors like Google and OpenAI [5]. - The platform emphasizes providing reliable answers with credible sources, distinguishing itself from traditional search engines [6][19]. - Comet is described as a cognitive operating system that facilitates seamless user interactions and task completion within a single interface [12][10]. User Engagement and Growth Metrics - As of May, Perplexity recorded approximately 780 million search queries, with a month-on-month growth rate of 20%, projecting potential weekly queries of 1 billion within a year [14]. - The platform has grown from 3,000 searches on January 1, 2022, to 30 million daily searches, indicating significant user engagement and retention potential [14]. Strategic Partnerships - Perplexity has secured agreements to pre-install its AI assistant on Motorola devices and is in talks with Samsung for similar arrangements, aiming to replace Google's Gemini [16][17]. - The company views these partnerships as crucial for expanding its market presence and enhancing user experience on mobile devices [16][18]. Revenue Model and Sustainability - Perplexity is exploring revenue-sharing models with content creators, aiming to provide a sustainable income stream while ensuring accurate information is prioritized [20]. - The company is not focused on high-profit margins like Google but is committed to sharing revenue with publishers, which may enhance brand recognition for content providers [20].